FX Client Services Associate - Entry Level
Phyton Talent Advisors
Phyton Talent Advisors is seeking an FX Currency Administration Client Service Representative to support daily production and client servicing for Currency Administration mandates. The role emphasizes accuracy, timeliness, and exceptional client service in a fast-paced environment. Responsibilities include handling daily operations for a portfolio, responding to inquiries professionally, coordinating handoffs to regional offices, following procedures, and maintaining high standards of accuracy #J-18808-Ljbffr Phyton Talent Advisors
- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities: Handle...Suggested
- The FX Currency Administration Client Service Representative is responsible for supporting the daily production and... ...manner while ensuring all service level expectations are met. Coordinate and... ...combination of education and experience. Entry level opportunity; no prior...Entry level
$110k - $140k
...distributions, deal funding and closing, bank account management, FX settlements, liquidity management, and credit. As the team... ...-paced, deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury...SuggestedLocal area- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate... ...opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the...SuggestedWork at officeFlexible hours
$60k - $80k
...Frequent custodian interaction & paperwork processing. Schedule client meetings. Basic preparation and follow-up for client... ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our...SuggestedLocal areaFlexible hours- ...About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth...
- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
$42.8k - $53.5k
...About the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and... ...knowledge of Microsoft Office; computer proficiency, strong data entry and typing skills Demonstrated experience with:...Work at office- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment... ...Interact with firms' external clients and provide a high level of service and engagement Perform operational and administrative...Work at office
$60k - $70k
...seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be... ...of excellence. The Client Service Associate provides a high level and broad range of technical and client management support...Work experience placementWork at office$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ...a week in Charlestown office Seniority level Seniority level Associate Employment...Full timeWork at office$70k - $130k
...High visibility client-facing role managing complex business queries and supporting a variety of client business management responsibilities... ...daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues Manage the...Temporary workFlexible hours$20.44 - $30 per hour
...up for each other and for the clients we serve. We help... ...wealth management products and services. HUB is one of the world's largest... ...International. Client Services Associate We currently have an... ...position's business line, scope and level. HUB International is proud...InternshipWork at officeLocal areaFlexible hours- A staffing and recruiting agency in Boston seeks an Entry Level Financial Client Service Representative to manage client relationships and inquiries. The role emphasizes collaboration with internal teams to enhance client satisfaction through effective communication and...Entry level
$15 - $40.87 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Hourly payTemporary workWork at officeLocal area$60k - $70k
...Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,600+ companies. Our network of 850,000+ members and 40+ dedicated investors...Work at officeImmediate startFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$65k - $75k
...Osaic Careers Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually...Full timeWork at office$60k - $65k
...middle-market investment bank and full service broker-dealer. With roots tracing back... ...The firm is seeking a Registered Client Service Associate to join our Private Client Division in... ...Must be able to maintain the highest level of confidentiality ~ Demonstrate strong...Local area- ...pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing... ...service to our customers on a variety of levels. As a critical member of our Design Studio...Temporary workWorldwide
$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area- Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations. The role combines fast-paced project work with mentorship, emphasis...InternshipWork at office
- BNY Mellon in Boston is seeking a Client Service Associate to deliver exceptional service to clients via phone, email, and direct communication, ensuring a professional and responsive experience. You will own client service, cash movement, and operational requests end-...
$65k - $70k
Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice...InternshipWork at officeLocal areaRemote work2 days per week- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy...Bank staff
- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...
- A regional wealth management firm in Boston is seeking a Client Support Associate (CSA) to enhance their team. The ideal candidate will have 1 to 3 years of financial services experience and a Bachelor's degree in Finance or a related field. Key responsibilities include...
- Morgan Stanley in Boston seeks a senior Client Support professional to assist Financial Advisors and Private Wealth Advisors, delivering... ...portfolio holdings, and proposal tools. You will manage client service coverage, coordinate meetings, prepare follow-ups, and support...
$65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-...Work at officeRemote work3 days per week
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